SuiteDash Reviews

Suitedash allows you to automatically onboard clients using automation. You can acquire leads, have them review your proposal, accept and sign the proposal, sign a contract, pay the agreed amount immediately, setup a filing system for documentation, and provide a custom client portal experience. You can even put limitations on what your clients staff has access to. I also love that I can assign staff, collaborators l, and contractors to specific clients. This software is all about customization. It intergrates with wordpress and is white label. You can totally brand your client portal with your businesses branding. I love that billing clients is customizable. You can charge a one time fee or a recurring charge. You can also do a combination of both on the same invoice. This is great for those of us who charge a retainer plus an ongoing monthly fee. Well worth the money.

The software doesn't intergrate Google Drive, Box, Dropbox, or Onedrive for external storage at this time. Maybe this will be something provided in the future. On the other hand, they provide a lot of internal storage which is great.

The branding and client portal features.
SuiteDash allows you to upload your logos and set your branding colors to make it your own.
The client portal features are outstanding, very well thought

The lack of a chat widget in the dashboard so the admin can communicate with SuiteDash support directly.
Hopefully they will add it soon.

Suitedash is a great platform when it works. Granted, it's slower than a stoned snail and it's not winning any beauty awards anytime soon, but it's open, and there's buckets of potential.

I'll start small: It's slow, really slow. I'm waiting 10 seconds between page loads. I have fibre broadband and all that good stuff, and have accessed the platform from plenty of other connections, so [SENSITIVE CONTENT] ' repeat potestations that it's fast for them just don't cut it. It's slow, admit it.
It's ugly. The interface smacks of something made by someone who saw a CRM, and without much design experience, decided they wanted to do things differently. There's a custom CSS area, but it feels strange having to add my own code to stop my CRM from looking like a multi-era nostalgia game drank too much koolaid.

But these are just appetisers. After having ploughed time into setup (grinding 10 second load after grinding 10 second load) it seems they have no idea about European credit card requirements, which have left most of Europe, and now the UK, without Stripe payments processing. When SCA enforcement came into complete enforcement, many of us have been left without a reliable way to get paid.

They have known about this for over a year. Some of their clients tried warning them, but were ignored.

The required work to get their Stripe integration up to date clocks in at around 80 lines of code (I've performed this myself on some of my own personal implementations). I've been told the fix is coming in weeks rather than days, and furnished with a rather lengthy "It is what it is, just deal with it" response from the [SENSITIVE CONTENT]

I purchased Suitedash back in April 2020 and I sat on it. It felt overwhelming to learn and I didn't know where to begin. HUGE MISTAKE! When I finally took the time to go through the academy and watch the YouTube videos, I set up my portal over a weekend! I immediately onboarded any new clients to the portal and slowly introduced the portal to my existing clients. This software allows it to be the one-stop shop for contracts, invoicing, billing, payments, exchanging files, creating data collection flows and so much more. I've also used the drip campaign feature and email marketing tools. Recently they added a learning management system to help create tutorials and courses. Once you get the hang of Suitedash you'll realize that you'll be able to get rid of many tools. I'm sure I am using just a fraction of its function.

I think the biggest complaint I have is that the program can be a little slow to load and function. I've reached out to the team and they know improving speed is one of the most common requests. They are working on it!

This is a great tool for the price and from what I've experienced so far I'm confident it's only going to get better. Getting started is really simple and the product has been well thought out. The guides are easy to understand and if you prefer to just get started and figure things out as you go along, instead of spending time reading instructions then the tooltips for each section are invaluable. When you open a section/page you can click an icon at the top of your screen to find out what the section is for and how to use it. Some of the feature that I liked the most are Secure client portal, white label branding, Invoicing & recurring billing and CRM client management tool.

Although suitedash has nice range of integrations with popular apps and software, I still want to see more integrations and and some templates for different use cases so we can use them ourselves without having to build everything from scratch.

The best part of Suite dash is it combines, several tools in to one. You can use it for a CRM, Project management tool even for your billings.

I can't say a thing in this section, because this software fulfills all our business requirements, and whenever we contact support and ask for help they come up with a soln for any specific cases.

The best feature of Suitedash is that it is an all in one business management tool and client portal. I really like this because I don't need to go in and out of several different software. I like the simple to use CRM and the ability to kickstart a project (using templates and workflows) with just a couple clicks. I also really like that you can make it completely customized to your brand, be it the logo, emails, domain, colors, and more.

The biggest downside to Suitedash at this time is the basic task management. If you have a simple type of project it will certainly meet your needs. However, if you have a more complex project, or one with several components, it may be a little lacking. I would like to see an integration with a project management tool or a way to import tasks from a PM tool into Suitedash.

I love the look and ease of use with SuiteDash. You can customize everything pretty much, down to color and your branding. I especially love the CRM and Marketing tools, as well as the Calendar function. I plan to centralize a lot of my activities down to one platform (SuiteDash), which will help me eliminate other unnecessary and costly subscriptions.

I would like to see the Calendar function allow Group Booking for group webinars/Zooms.

Using the SuiteDash 'Pinnacle' pricing plan helps us to make the partnership with our clients and externals more valuable.

We create estimates and invoices, manage internal- as well as client projects and CRM. Having these tools well integrated inside one platform makes our work more efficient. We can have all parties on the same side without some communication overhead. After searching a long time and testing a lot of software tools we feel home now.

The support team is very neat and helped us quickly all the time.

A big plus is the ability for translating the UI from english to german. Too many SAAS on the market are english only.

We dislike very view about SuiteDash. Most of the things on or wish list are on the SuiteDash Roadmap already.

You can add forms from the system to your website and have your prospects information appear in your CRM directly to save you time.

It doesn't have ready made templates, you have to make everything from scratch.

One price irrelevant of how many users and seemed on initial inquiry to do everything we wanted

Lacked basic functionality - It has no reminders built in ( This is a deal breaker for me) - So if you send a document or ask a client to complete a task you cannot set up a reminder email automatically to the client to get them to complete the task. Yet this function is available in the invoice section. This makes no sense to me .Also no automatic reminders for appointments or workflows. This alone makes it impossible to set up good automation within projects. Unfortunately, it does not do what it says it does very well. Also, there is no centralized view of a client so if different people send emails to clients you cannot see in one place ( without impersonating a client's view) all communication with a client. It is ridiculous to have that view available to a client and not the super administrators.After looking at workarounds for ages we decided to cut our losses and stop using the software.

The comprehensive suite of tools and services provided within a single dashboard to meet, greet and manage all levels of client services from business communications, marketing and task administration support to engagement contracts & invoicing / payment processing.

Setup User Experience requires a bit of getting used to how the system works and the integration setup processes before the robustness of the system setup can be realized or achieved.

It does demand a bit of "first getting to know how it all works" for a non-techie to get going, as the high level integration and logistical flows may not always be readily understood by someone who has not thoroughly thought through their own client administrative needs.

SuiteDash provides a complete all-in-one solution for small scale business to handle almost everything with customers. There are tons of features that can be only find from a premium SaaS services, paid separately. For instance custom domain, login etc...

There is a solution both to work on companies or for people, you can choose which suites to you.

You can manage the whole setup with several other people as well.

Perhaps the best part of the SuiteDash is a niche combination of handle customer files and marketing. There is a complete calendar and of course, the project management involved with task as well. You may also use build -in forms.

And for the last, you can make all page translations by yourself for any language!

I would like to have a drag and drop feature for already saved files where to grab upload customer files and put them to folders.

A simple login for companies with a good privacy would help a lot.

Would like to use my own random pictures for the login page.

There are few integrations that I will wait for in the future.

I may need a lot more Storage in the future but I am sure that SuiteDash can arrange it in a way or other.

The completeness of the platform. Almost everything you would need to do from a business or project management standpoint is available here. Suitedash is now the main hub of all of our business activities.

The user interface isn't great. However I understand how difficult this must be with all the features they offer. Also the contract generation process is a little confusing and not flexible enough. However they are addressing that with an update that should be out any time now.

SuiteDash is such an intelligent tool. While it was originally designed for agencies that service clients, it works amazingly for my coaching business. Previously I was using ClickFunnels to manage the members area of my group coaching/mastermind program. Not only is SuiteDash much cheaper, it replace nearly all of the functions that ClickFunnels had been serving for my business. I love that I can customize the onboarding flows for new members and provide them with custom content. I am currently in the process of converting many of my exercises and worksheets that I use with my clients into interactive forms that can be saved in their profile, so the members area functions as a SAAS, not just a simple training library. I also love the email marketing functionality they have.

The one thing that doesn't work seamlessly is directly inserting contacts from my landing pages into my email marketing lists within SuiteDash. While they do have Zapier integrations, I'd love be able to directly insert new leads from my landing pages and opt-in boxes into my marketing lists. Doing so would eliminate the need for any other email marketing solution as well. There's room for API development, but I really get the sense that their roadmap is genuinely user-informed and that a year from now the software will be light years ahead of anything else out there.

Suitedash is pretty robust. It's an all in one business solution that I have been using for my clients. They have a solar company that relies heavily on lead generation. We needed a tool that not only can run my client's business but could make it easy for affiliates to log in to see their book of business. Suitedash handles this perfectly. We create lead forms on our website and all of the information gets setup on our CRM. Zapier integrations are amazing. The software can do much more than that but as my clients grown they will not need to go anywhere else.

Customer Support is my least favorite. It takes a day to answer our Reponses at times and it's a bit frustrating, given most saas have adequate staff onboard to answer pressing questions etc. Though they have an amazing helpdesk. Everything is well documented - however I wish they would be more proactive with the emails. But I love them none the less.

The size of File-sharing Boxes, Ease of use by staff, partner vendors and freelancers, Functionality, Brand Customization, Web Integration and of course the Price

Has a slight learning curve as typically for anything new.

SuiteDash provides a complete all-in-one solution for a growing small business, CRM, invoicing, payment processing, client portal, email marketing, project management, task management, contract e-signing, client chat, like everything you could ever want to run a business. An added plus is that it is completely customizable and white-labeled.

The ability to create and send proposals, but this is currently being developed and should be available soon. Another con is the inability to accept payment via bank transfer which I think should be pretty easy to implement since they have an integration with Stripe.

I lke almost EVERYTHING about SuiteDash. It's one of the most amazing software applications I have ever used. I especially love the FULL white label functionalities. I am able to use SuiteDash as my own fully branded client environment ánd tool for collaboration with staff. It's an all-in-one tool and they keep expending their features and possibilities every week. They listen to feedback of their customers, so every update and new feature they release is based on votes of their community. But on top of that they also have a true community where people can start discussions etc. to boost their ideas and suggestions further. SuiteDash has been around for quite a while already, yet they still function as a VERY personal and flexible company. I was especially impressed by the fact that I received a personal postcard, which they sent all the way from the USA to Europe, signed by the [SENSITIVE CONTENT HIDDEN] of SuiteDash and including his personal email address. WOW, just WOW. Working with software providers, businesses like these, really make what I do even more fun and rewarding. Truely. If you wanna be happy, use SuiteDash in your business - LOL!

There's only 2 things I don't like about SuiteDash currently, both of which will be resolved in future:
- We hardly have any flexibility to design our invoices (in contradiction with the contracts, estimates etc. which we can fully design into very impressive documents) and they aren't focused on the European market yet which means we have to use workarounds to comply with regulations etc. They are already working on this though and hoping to release templates etc. soon.
- Secondly, as mentioned before, they don't have the payment processor integrated that I like the most. ZOHO Invoice has that integration, that's how I know. It's a smaller company but they are very professional and very cheap, hence why an integration with them is so important.

We initially chose Suite Dash to use for a customer portal on our online design service simply because it was the only software available to meet all of our needs. We wanted something that could be white labeled, the customer could sign themselves up, we would have an internal messaging system to eliminate e-mails outside their portal, a custom set of menus that they could see, a place to answer a questionnaire and upload photos. No other software could offer us all of these features.

Now that we are set up, it has been easy to accomplish exactly what we had set out to do. Suite Dash has given us a private space to communicate with our clients that is a great user experience for us and for them. The sign up process and log in for the customer has seamlessly integrated into our website. Once they log in, the custom look makes it feel like an extension of our site with our logo and the same colors, which was very important to us.

I have never worked with CRM software, and I am using it in a non-traditional way, so that has come with some challenges on my end and with the setup. Their customer service has been exceptional and has gone above and beyond to walk me through all of the questions and challenges I had. We have encountered several situations where I have asked for things to be set up a little differently and every time they have modified things on their back end to make it better for me and my company. I never expected that level of personalized customer service!

I don't find many things about this intuitive. It could be my own learning curve because I do not have experience with any other CRM software. However, oftentimes I wished there was a more robust help menu or just an easier way to accomplish some things that I thought were pretty basic. However, although it's not an immediate solution, customer service has always been very responsive and has gone above and beyond to answer all of my questions. It seems like they are still figuring some things out and while that sometimes comes with a cost in terms of clunkiness or not having answers at your fingertips, the benefit is that they have made updates to the software along the way to make things more custom for how we use it. I could never get this level of service from a larger company that is more established.

Being a Jack of All Trades Master of None type of person, I find myself running a few businesses so that I don't have to go get a 'real' job. I'd use various services for my CRM, another for Project Management, one for file sharing and receiving, another for invoices, another for signatures, etc. You get the idea. It was all over the place.

With SuiteDash, I can do all of the above and more in a single platform.

Now I'm able to generate proposals for clients and have automated processes take place once they approve the proposal. I can send an estimate for a service, and an invoice will be sent over to them as soon as it's approved. Items such as Project Management and File Sharing are all integrated into the process, allowing the customer to follow along as their work is being completed.

SD has a public roadmap that shows what features have been requested, in progress and live. This is great to see which customer requested features are being implemented. Smaller improvements are released on a fairly regular basis. One might argue it seems as if they come out weekly, but that is just my opinion.

The load times were slow back in the early part of 2022. However, they have gotten better as the year has progressed. I wouldn't call it a 'dislike' as I understand, at a very high level, all that goes into making a project of this magnitude work. However, knowing and SEEING the speed improvements is encouraging.

To put "complicated" as a dislike really isn't fair. However, I can see how some people might be turned off by how many different options there are and how they can be quit confusing to someone new to the product.

It has a lot of features. But I'm especially in love with the client portal and Circles. For my company, we deal with different industries and being able to group them into various Circles and present them with information that are highly relevant and targeted for their industry is a winner in my book.

The team has this incredible roadmap that shows that they really listen to the users. For eg, a collaborators role is coming up which I'm particularly excited about because we do work with a lot of third parties that aren't our employees but are still vital to our business nonetheless.
Also, a support ticket system and proposals creation system coming up.

Like seriously, it's incredible and once those 3 features are live, for me personally, it has everything a company can ever need. Except maybe automations and API for integration with Pabbly.

In terms of onboarding, because this is a software with a huge variety of functions, it will be better if there are onboarding videos for different industries. OR, perhaps have a checklist of features available, what each feature does and the link to the help article or video tutorial to setup the feature. It can be in the form of a PDF guide with links.

That way, I can refer to the checklist to have an overview of what I need and also refer to it to know what's already been setup, what hasn't been done and what needs to be worked on etc. Much easier to keep track and will make the whole setup process a lot smoother and intuitive.

If the checklist includes a section that contains "pre-checked" checklist for different industries, that will be even more helpful! Some sort of case study to help us better understand why SuiteDash is setup in a particular manner for a particular niche and how it helps the company grow.

Suitedash is a well thought out, well architected, fully integrated software at a price level that is suitable for the average business owner. Suitedash has literally everything I want, from client portal to email marketing to project management. I particularly liked the white labeling feature, which allows me to rebrands everything to suite my business. Their client portal system is phenomenal. It is, to date, the nicest looking and most robust I've seen in any all-in-one. Compared to 17Hats's the SD portal is much better. They also have nice, complete documentation. I've been able to answer my own questions for the most part just by using their FAQ system. Dev team seems to be knocking out updates pretty rapidly. Support has been pretty quick to respond.

One thing I would recommend is to improve the user interface. Also, as a 100% online business, I need to be able to embed a scheduling link on my website so leads can automatically schedule a discovery call. But that is just not possible with SD right now. It would also be nice if they added chat support once things have calmed down a bit for them.

I came across SuiteDash while looking for a project management system for a research center I am putting together, and frankly all the other project management platforms can't even compare.

For one, it is completely white labeled and as a doctoral student, the flat fee was very appealing. Not having to worry about how big my research teams become and per user fees is a fantastic.

I primarily use SuiteDash for team collaboration and time tracking, so I can't speak to some of the more business oriented features such the CRM and billing/invoicing but from what I can tell this is a game changer for anyone that wants one platform for team management and collaboration, client management, project management and more.

There is a learning curve because the platform does so much, so be patient and take your time to really learn how powerful SuiteDash.

SuiteDash is easy to use and is perfect for tracking clients from initial sales call to completed project!

I wish there were the ability to upload a csv file with all of our existing client data from the old software to the new software. The initial setup took a bit of time.